Shepherd Financial Partners LLC Portfolio Holdings
Shepherd Financial Partners LLC
- $828 Million
- Q4 2024
Shepherd Financial Partners LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $828 Million distributed in 220 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $119M, Spdr Portfolio S&P 1500 Compos with a value of $106M, Ishares Tr with a value of $48.3M, Vanguard Small Cap Value ETF with a value of $36.3M, and Ishares Russell 2000 Gwt ETF with a value of $36.3M.
Examining the 13F form we can see an increase of $2.08M in the current position value, from $826M to 828M.
Shepherd Financial Partners LLC is based out at Winchester, MA
Below you can find more details about Shepherd Financial Partners LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 220
- Current Value $828 Million
- Prior Value $826 Million
- Filing
- Period Q4 2024
- Filing Date January 28, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks